+27.6%
SYY vs SN
+428.0%
-400.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -1.0% | +1.7% |
| 7D | -4.1% | +7.6% | -11.8% | -4.8% |
| 30D | +0.3% | +24.1% | -23.8% | -1.7% |
| 3M | -6.3% | +23.7% | -30.1% | -8.4% |
| 6M | +9.7% | +105.5% | -95.8% | +2.0% |
| YTD | +9.4% | +105.1% | -95.7% | +1.5% |
| 1Y | +7.3% | +148.3% | -141.0% | -1.9% |
| 3Y | +27.6% | +438.7% | -411.0% | +9.4% |
| All | +27.6% | +428.0% | -400.4% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling